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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
33 Old Ridgefield Rd., Wilton, CT 06897 • United States
34 Danbury Road, Wilton, CT 06897 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Wilton | CT | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Wilton | CT | 02/2026 | Present |
| Bank Of America/Merrill Lynch | Trumbull | CT | 08/2023 | 02/2026 |
| Webster Bank N.A. | Orange | CT | 01/2022 | 08/2023 |
| Orthopedic Specialty Group | Farifield | CT | 10/2021 | 01/2022 |
| Unemployed | Stratford | CT | 08/2021 | 09/2021 |
| Turnbridge | Westport | CT | 12/2019 | 07/2021 |
| Sarah Inc (Business Name Has Since Changes To "Lumibility") | North Haven | CT | 04/2021 | 06/2021 |
| Westchester Wildlife Llc | Brewster | NY | 07/2018 | 11/2019 |
| Unemployed | Stratford | CT | 11/2017 | 06/2018 |
| Patagonia | Westport | CT | 08/2014 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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